See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 44-7043998 | Advisory (Plan) | $24,658 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,767 | $70,669+51.1% | $169,368-37.0% | $75,163+42.0% |
| Participation rate | 39.0% | 64.8%-25.8pp | 77.1%-38.1pp | 67.2%-28.2pp |
| Annual return | 17.60% | 36.36%-18.8pp | 405.60%-388.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,857 | $2,211-16.0% | $4,013-53.7% | $2,670-30.4% |
| Participant deferral / active EE | $6,417 | $4,311+48.9% | $6,221+3.1% | $4,125+55.6% |
| Admin fee / account holder | $398 | $5,402-92.6% | $9,003-95.6% | $5,651-93.0% |